Wealth Planner Associate - Hybrid, Client-Focused

Focus Partners Wealth; New Jersey; Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental, vision, lifeinsurance

401(k) plan

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Parsippany, New Jersey. The role supports Wealth Advisors by preparing financial plans and collaborating on retirement, tax, estate, and investment planning for diverse clients.

The ideal candidate has a Bachelor’s Degree, Series 65 or equivalent within 120 days, 2+ years of financial services experience, and strong interpersonal skills.

Qualifications

• Bachelor’s Degree required.
• Series 65 or equivalent within 120 days of employment is required.
• 2+ years of financial service experience.
• Strong interpersonal skills; team-oriented approach.
• Knowledge of tax, estate, and insurance planning.

Responsibilities

• Develop, revise, and present financial plans for clients.
• Support wealth advisors in retirement, tax, estate, and investment planning.
• Maintain and enhance client relationships; lead client communications.
• Ensure accurate recording of client information in CRM and advisory systems.
• Participate in advisory team business planning and client meetings.

Skills

Interpersonal skills

Team orientation

Financial planning

Attention to detail

Education

Bachelor’s Degree

Series 65 Certification

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Parsippany, New Jersey. The role supports Wealth Advisors by preparing financial plans and collaborating on retirement, tax, estate, and investment planning for diverse clients.

The ideal candidate has a Bachelor’s Degree, Series 65 or equivalent within 120 days, 2+ years of financial services experience, and strong interpersonal skills.